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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
WEO
7201
William E. Oberndorf
| $61.4M | +$6.7M | +12% | 18.4% | 36.2% | 11 | 27.27% | 6.7 |
|
| 7202 |
AFA
7202
Atlas Financial Advisors
Oroville,
California
| $61.1M | -$66.8M | -52% | 11.5% | 5.34% | 46 | 41.3% | 3.3 |
|
| 7203 |
PM
7203
Parametrica Management
Wanchai,
Hong Kong
| $60.9M | +$1.5M | +3% | 18.2% | 584% | 37 | 40.54% | 3.6 |
|
| 7204 |
AC
7204
Anson Capital
Tyrone,
Georgia
| $60.6M | +$7.96M | +15% | 9.28% | 45.8% | 67 | 31.34% | 4.3 |
|
| 7205 |
DA
7205
DSC Advisors
Chicago,
Illinois
| $60.5M | -$17.4M | -22% | 2.98% | 3.18% | 37 | 40.54% | 9.7 |
|
| 7206 |
SPW
7206
Sonoma Private Wealth
Sonoma,
California
| $60.4M | +$5.57M | +10% | 10.7% | 85.7% | 91 | 32.97% | 2.8 |
|
| 7207 |
WAG
7207
Wiser Advisor Group
Phoenix,
Arizona
| $60.1M | – | – | 10.5% | – | 303 | – | 0 |
|
| 7208 |
UOWF
7208
University of Wisconsin Foundation
Madison,
Wisconsin
| $60.1M | -$27.2M | -31% | 15.2% | 142% | 5 | 0% | 1.8 |
|
| 7209 |
VFO
7209
Virtus Family Office
El Paso,
Texas
| $59.7M | +$4.65M | +8% | 8.08% | 48.4% | 46 | 21.74% | 3 |
|
| 7210 |
LAMC
7210
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $59.7M | +$418K | +0.7% | 1.74% | 40.5% | 3 | 0% | 6.7 |
|
| 7211 |
JC
7211
Jetstream Capital
Brentwood,
Tennessee
| $59.6M | -$80.2M | -57% | 34.8% | – | 25 | 68% | 1.1 |
|
| 7212 |
YCM
7212
Yost Capital Management
Houston,
Texas
| $59.6M | -$33.3M | -36% | 4.11% | 125% | 16 | 25% | 2.9 |
|
| 7213 |
SWM
7213
Stapp Wealth Management
Olympia,
Washington
| $59.6M | +$7.62M | +15% | 4.83% | 50% | 25 | 20% | 3.3 |
|
| 7214 |
CFO
7214
Capitol Family Office
Beaverton,
Oregon
| $59.4M | +$6.28M | +12% | 12.8% | 61.9% | 16 | 0% | 4.6 |
|
| 7215 |
PPL
7215
PATRIZIA Pty Ltd
Barton,
Australia
| $58.9M | -$45.8M | -44% | 11.8% | – | 16 | 37.5% | 15.3 |
|
| 7216 |
PSCM
7216
P&S Credit Management
New York
| $58.9M | -$32M | -35% | 7.15% | – | 24 | 45.83% | 2.5 |
|
| 7217 |
LR
7217
Library Research
Hong Kong
| $58.1M | -$11.1M | -16% | 42.9% | 22.4% | 4 | 25% | 10 |
|
| 7218 |
VR
7218
Valued Retirements
Houston,
Texas
| $57.7M | – | – | 8.47% | – | 68 | – | 0 |
|
| 7219 |
UFM
7219
Ursa Fund Management
Danville,
California
| $57.6M | +$37.2M | +183% | 10.4% | 93.5% | 49 | 69.39% | 0.9 |
|
| 7220 |
HMS
7220
Hanseatic Management Services
Albuquerque,
New Mexico
| $57.4M | +$3.68M | +7% | 17.2% | – | 149 | 46.98% | 2.4 |
|
| 7221 |
RB
7221
Richmond Brothers
Jackson,
Michigan
| $57.4M | +$4.12M | +8% | 12.8% | 77.2% | 25 | 12% | 6.3 |
|
| 7222 |
AOG
7222
Alpha Omega Group
Reston,
Virginia
| $57.1M | +$4.31M | +8% | 7.62% | 16.1% | 22 | 18.18% | 7.9 |
|
| 7223 |
BGI
7223
BlueDrive Global Investors
London,
United Kingdom
| $57.1M | -$9.14M | -14% | 11.9% | 25.6% | 13 | 76.92% | 3.3 |
|
| 7224 |
SCGM
7224
Starwood Capital Group Management
Miami Beach,
Florida
| $56.7M | +$3.97M | +8% | 7.89% | 16.2% | 2 | 0% | 4.5 |
|
| 7225 |
GCM
7225
GuideStone Capital Management
Dallas,
Texas
| $56.5M | +$6.26M | +12% | 12.5% | 49.2% | 1 | 0% | 16 |
|